How to Quit the Rat Race and Retire Early
Transcript:
To retire early, I think the most obvious one, and the one that we talk about a lot, is obviously spending less than what you make and increasing the amount that you’re saving. You can do that through a …
Controling Your Finances Using The 50/30/20 Rule
TRANSCRIPT:
I see it time and time again, someone seeks me out for some guidance, and their budget is a mess. They don’t have a system in place, they don’t know what they’re spending their money on, they’re not saving, …
Q2’s Economic Insights for Election Year Financial Planning
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we thought it …
Inherited $300,000, What Should I Do with it?
TRANSCRIPT:
If you were recently a beneficiary of a family member who passed away, you may have come into some money through an inheritance. First off, my condolences. But in this video, I’m going to give you some recommendations on …
How much will you spend in retirement?
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor.
I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we’re going to …
Asset Location Strategies – Save on Taxes in Retirement
TRANSCRIPT:
We have all heard of asset allocation. However, have you heard of another planning topic called asset location? Hi, I’m Alex Wolfe, Certified Financial Planner and head of financial planning at Base Wealth Management. Stay with me today on …
Q2 Economic Update 2024: Insights and Trends
Transcript:
Hello, and welcome, and thanks for joining me. Today, we’re going through our second-quarter economic update. I’m Alex Wolf, certified financial planner and head of financial planning at Base Wealth Management. Today, we’re going to go through a series …
Investing 101: How to Set and Achieve Your Financial Goals
Transcript:
Welcome back to the Financial Foundations podcast, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolf, certified financial planner, and today …
Your Best Investing Strategy: Paying Down Debt
Transcript:
Investing is exciting. Investing can help you grow your wealth, and investing can set you up for a great retirement. But is now the right time to invest? Hi, I’m Kyle, financial adviser at Base Wealth Management. Today, …
